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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
PI
201
PineBridge Investments
New York
$16K +$17.3K +128 New
PCP
202
Proficio Capital Partners
Massachusetts
$13K
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$12K -$11.7K -87 -48%
RFC
204
Regions Financial Corp
Alabama
$12K
WSTAM
205
Wilbanks Smith & Thomas Asset Management
Virginia
$12K +$13.1K +97 New
TPWA
206
TRUE Private Wealth Advisors
Oregon
$10.7K +$11.5K +85 New
FHA
207
First Horizon Advisors
Tennessee
$10K
ADL
208
Asset Dedication LLC
California
$9K
PHK
209
Point72 Hong Kong
Hong Kong
$9K +$9.3K +69 New
PCM
210
Prelude Capital Management
New York
$9K +$9.71K +72 New
CHC
211
City Holding Co
West Virginia
$8K
DSC
212
Duncker Streett & Co
Missouri
$8K
SMFS
213
Squar Milner Financial Services
California
$8K
AS
214
Altshuler Shaham
Israel
$6K -$35.4K -263 -84%
LWCFA
215
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
FGAM
216
Financial Gravity Asset Management
Texas
$6K +$1.08K +8 +18%
BBHC
217
Brown Brothers Harriman & Co
New York
$5K +$5.8K +43 New
CFD
218
Creative Financial Designs
Indiana
$4K
GRP
219
Global Retirement Partners
California
$4K
QCG
220
Quadrant Capital Group
Ohio
$4K
SWM
221
SeaCrest Wealth Management
New York
$4K
MIM
222
MetLife Investment Management
New Jersey
$3.15K +$3.37K +25 New
HAM
223
Highstreet Asset Management
Ontario, Canada
$3K +$3.1K +23 New
Acadian Asset Management
224
Acadian Asset Management
Massachusetts
$3K +$3.37K +25 New
NFG
225
Next Financial Group
Texas
$3K +$3.64K +27 New